Latest Institutional Transactions on Vanguard Small Cap Value ETF (VBR)
This table provides information on the latest institutional transactions involving Vanguard Small Cap Value ETF (VBR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
267+ 11.5% |
$48.1K - $53.8K
|
2.59K
$538K
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.71K+ 34.43% |
$307K - $344K
|
6.67K
$1.39M
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-12- 0.53% |
$2.16K - $2.42K
|
2.26K
$470K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
9+ 1.37% |
$1.62K - $1.81K
|
667
$139K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-5.19K- 14.28% |
$935K - $1.05M
|
31.2K
$6.48M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
122New |
$22K - $24.6K
|
122
$25.3K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.1K+ 13.46% |
$198K - $222K
|
9.28K
$1.93M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.5KNew |
$630K - $706K
|
3.5K
$727K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
722+ 1.39% |
$130K - $146K
|
52.7K
$10.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.25K- 1.39% |
$586K - $656K
|
231K
$47.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
197+ 0.82% |
$35.5K - $39.7K
|
24.1K
$5.02M
|
|
|
Nov 15, 2024
Q3 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-71- 2.36% |
$12.8K - $14.3K
|
2.94K
$611K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-63- 2.41% |
$11.3K - $12.7K
|
2.55K
$529K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
182+ 16.43% |
$32.8K - $36.7K
|
1.29K
$268K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-300- 55.56% |
$54K - $60.5K
|
240
$49.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
96+ 3.04% |
$17.3K - $19.4K
|
3.25K
$676K
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
35.3KNew |
$6.35M - $7.11M
|
35.3K
$7.33M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
1KNew |
$180K - $202K
|
1K
$208K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.46K- 44.65% |
$622K - $697K
|
4.29K
$890K
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
3+ 0.23% |
$540 - $605
|
1.31K
$272K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6+ 23.08% |
$1.08K - $1.21K
|
32
$6.65K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.1KNew |
$198K - $222K
|
1.1K
$229K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
231New |
$41.6K - $46.6K
|
231
$48K
|
|
|
Nov 15, 2024
Q3 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
13+ 0.43% |
$2.34K - $2.62K
|
3.04K
$630K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
13.5K+ 129.87% |
$2.43M - $2.72M
|
23.9K
$4.96M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-265- 65.43% |
$47.7K - $53.4K
|
140
$29.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-33- 2.97% |
$5.94K - $6.65K
|
1.08K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-5.05K- 3.77% |
$909K - $1.02M
|
129K
$26.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-95- 72.52% |
$17.1K - $19.2K
|
36
$7.48K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.37M+ 24002.26% |
$246M - $276M
|
1.37M
$285M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.9KNew |
$342K - $383K
|
1.9K
$395K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.09K- 51.84% |
$375K - $420K
|
1.94K
$402K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.77K+ 29.81% |
$858K - $961K
|
20.8K
$4.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Tenret CO LLC
|
BUY
|
- |
1.21K+ 4.64% |
$217K - $243K
|
27.2K
$5.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
363+ 14.86% |
$65.3K - $73.2K
|
2.81K
$583K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
48+ 266.67% |
$8.64K - $9.68K
|
66
$13.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-288- 1.93% |
$51.8K - $58.1K
|
14.6K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-50- 2.58% |
$9K - $10.1K
|
1.89K
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.8K+ 6.69% |
$3.21M - $3.59M
|
284K
$59M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-906- 6.41% |
$163K - $183K
|
13.2K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
243+ 20.32% |
$43.7K - $49K
|
1.44K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-14- 0.98% |
$2.52K - $2.82K
|
1.41K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-635- 8.15% |
$114K - $128K
|
7.16K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
54+ 1.95% |
$9.72K - $10.9K
|
2.82K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
882+ 11.31% |
$159K - $178K
|
8.68K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-572- 1.58% |
$103K - $115K
|
35.7K
$7.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
109K+ 7.19% |
$19.7M - $22M
|
1.63M
$338M
|
|
|
Nov 14, 2024
Q3 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
7.18K+ 447.17% |
$1.29M - $1.45M
|
8.78K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.4K+ 3.57% |
$2.59M - $2.9M
|
417K
$86.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
301+ 10.59% |
$54.2K - $60.7K
|
3.14K
$653K
|